---
title: "Meetings"
slug: "meetings"
updated: 2024-10-08T15:21:42Z
published: 2024-10-08T15:21:42Z
canonical: "docs.zilliant.com/meetings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Meetings

Meetings are in-person or virtual appointments with a group of attendees. Use a meeting to:

- Track appointments
- Capture meeting decisions and notes
- Schedule new appointments

To facilitate scheduling a meeting, you can sync the MS Outlook calendar with the CPQ application through the API.

View all the linked meetings on an object's **Activities** tab.

## Create a meeting

1. From the application left navigation area, select **Activities**.
2. On the **All Meetings** tab, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A29%3A05Z&se=2026-11-11T13%3A29%3A05Z&sr=c&sp=r&sig=hAERC2ooNe1unfiDK4Xu3ByqndfEdrr2xXnh85AR8gw%3D).
3. Enter information or make selections to define the meeting:
  - **Name**—Enter a name for the meeting.
  - **Start Date / Time**—Set the date and time for when the meeting should start.
  - **End Date / Time**—Set the date and time for when the meeting should end.
  - **All Day Event**—Set the switch to YES if it is an all day event.
  - **Priority**—Default value is **Medium**.
  - **Status**—Default value is **New**.
  - **Account**—Select appropriate account to link to this meeting.
  - **Related To**—Select appropriate opportunity or quote to link to this meeting.
  - **Participants**—Select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A29%3A05Z&se=2026-11-11T13%3A29%3A05Z&sr=c&sp=r&sig=hAERC2ooNe1unfiDK4Xu3ByqndfEdrr2xXnh85AR8gw%3D) to add participants to the meeting.
  - **Attachments**—Add relevant files.
  - **Description**—Enter a task description or any additional information.
4. Select **Create**.

## Configure meetings

By default, meetings have the following characteristics when created:

- **Priority**—Set to **Medium**.
- **Status**—Set to **New**.

### Meeting category

1. From the application left navigation area, select **Administration**.
2. From the top navigation bar, select **Master Data Management**.
3. Select **Activity Meeting Category**.
4. Create new or edit an existing meeting category.
5. Select **Save**.

### Meeting status

          Note

          

You can't change the default options for a meeting status.

To check available meeting statuses:

1. From the application left navigation area, select **Administration**.
2. From the top navigation bar, select **Master Data Management**.
3. Select **Activity Meeting Status**.

Meetings have the following default statuses available:

- 10—New
- 20—Sent
- 30—Cancelled

### Multi-language support for meeting labels

To localize the meeting status labels, perform the following steps:

1. From the application left navigation area, select **Administration**.
2. From the top navigation bar, select **Master Data Management**.
3. Select **Activity Meeting Status**.
4. Select the appropriate status, then select the **Localization** tab.
5. Define translations for the status labels.
6. Select **Save**.